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Nuveen New York AMT-Free Quality Municipal Income Fund

94 hedge funds and large institutions have $325M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

0% more funds holding

Funds holding: 9494 (0)

0.29% less ownership

Funds ownership: 35.95%35.67% (-0.29%)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

7% less capital invested

Capital invested by funds: $351M → $325M (-$26M)

Holders
94
Holders Change
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
22
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Seelaus Asset Management
New Jersey
$116K +$121K +11,106 New
AC
77
Avestar Capital
New York
$111K
TIM
78
Tortoise Investment Management
New York
$66.9K
GWSG
79
GPS Wealth Strategies Group
Colorado
$65.8K
MSWA
80
Marshall & Sterling Wealth Advisors
New York
$54.8K +$57K +5,238 New
BLC
81
Brown, Lisle/Cummings
Rhode Island
$52.7K
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$46.5K
SPIA
83
Steward Partners Investment Advisory
New York
$44.4K -$8.17K -750 -15%
SWA
84
SOA Wealth Advisors
New York
$41.9K -$42.3K -3,882 -49%
EC
85
Elequin Capital
New York
$39.7K +$41.3K +3,792 New
WAM
86
Wolverine Asset Management
Illinois
$37.9K -$23.3K -2,135 -37%
CWP
87
Concord Wealth Partners
Virginia
$26.1K
MCM
88
MAI Capital Management
Ohio
$25.1K +$26.1K +2,400 New
BBHC
89
Brown Brothers Harriman & Co
New York
$22K
IA
90
IFG Advisory
Georgia
$15K +$163K +15,000 New
NB
91
NBT Bank
New York
$13.7K -$106K -9,700 -88%
WCM
92
WealthTrak Capital Management
Virginia
$12.6K +$13.2K +1,208 New
WB
93
Webster Bank
Connecticut
$9.19K
KFI
94
Key Financial Inc
Pennsylvania
$5.12K
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$3K
NCM
96
Next Capital Management
New York
-$747K -66,704 Closed
AA
97
AQR Arbitrage
Connecticut
-$573K -51,165 Closed
SMH
98
Sanders Morris Harris
Texas
-$478K -42,700 Closed
SWM
99
Stockman Wealth Management
Montana
-$458K -40,862 Closed
Millennium Management
100
Millennium Management
New York
-$301K -26,891 Closed

NRK Hedge Fund Activity: Q4 2024 in Review

94 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q4 2024, worth a combined $325M — down 7.4% from $351M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NRK positions and 13 closed out — a net gain of 4 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.82M. The largest seller was Karpus Investment Management, cutting an estimated $8.63M.

  • 94 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $325M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q4 2024, down 7.4% quarter-over-quarter.
  • 17 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q4 2024 and 13 closed out, a net change of +4 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $3.82M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q4 2024 was Karpus Investment Management, an estimated $8.63M sold.

Based on aggregated 13F filings for Q4 2024.